Getting started

• Setting up your account
• Define goals and objectives
• Create list of questions

Create

• General
  • The start page
  • Create a survey
  • Question Bank
  • Edit survey
  • Add new and name a page
  • Design template
  • Preview and test your survey
• Page Setup
  • Add new and name a page
  • Move, copy or delete page
  • Intro Text, Terms & Consent and End Text
• Question Insert
  • Question types
  • Radio button
  • Checkbox
  • Matrix
  • Dropdown
  • Slider
  • Star Rating
  • Textbox
  • Info text
  • Media
  • Net Promoter Score (NPS)
  • Magic Import
• Features
  • QA tags
  • Survey Loop
  • Make a question summary
  • Share live results
• Logic
  • Event registration
  • Survey Logic
  • Hide a question or page
  • Jump Logic
  • Notification logic
• Make a quiz or test
  • Time Limit & Timer
  • Add questions and answer
  • Add a point system
  • Quiz settings

Distribute

• General
  • Distribution
  • Distribution panel
  • Email Template
  • Test your survey
  • Activate your survey
  • Collecting answers
  • Send your survey
  • Connect an online access panel to a survey
  • Collect external ID
• Channels
  • Salesforce Integration
  • Website survey widget
  • Website survey widget 2
  • Email sendout
  • General link
  • SMS sendout
  • Login list
  • Two Way SMS
• Respondent Lists
  • Respondent list
  • Add new respondents to an existing sendout
  • Background data
  • Personalise your survey using background data
  • Add background data to an existing sendout

Report

• Manage report
  • Survey information
  • Create new, save and delete reports
  • Generate report from series
  • Manage Layout
  • Add drop-off statistics
  • Add response timeline
  • Track questions through time
  • Word cloud
  • Create and manage series
  • Edit your question dash
• Share report
  • Share a report
  • View text answers
  • Allow filtering
  • Allow exporting
  • Anonymous results
  • Password protect your report
  • Include company logo
• Filters & settings
  • Filter survey answers
  • Report settings
  • Filter by time
  • Manage or delete filters
• Export report
  • Export a report
  • Export to Power Point
  • Export to PDF
  • Export to Excel
  • Export to RAW
  • Export as SPSS
  • Export as Pivot-table
• Advanced reporting (KPIs)
  • Text Analysis
  • Quick analysis
  • Target Value
  • Threshold
  • Custom Index
• Other
  • Merge survey results
  • Migrate from Classic to New report
• Respondents
  • Respondent overview

Settings

• All surveys

• Design Editor
  • Design Editor
• Account settings
  • Account settings
  • Administration settings
  • User management
  • Password settings
  • Graph colours
  • Blacklist
  • Survey folders
  • Blocklist
  • Two-Factor Authentication
  • Survey answer import
• Survey settings
  • Survey settings
  • Distribution settings
  • WCAG mode for accessibility
  • Notification settings
  • Survey incentives
  • Survey retention
  • Language settings
  • Quiz settings
• Design
  • Design template
  • Graph colours
  • Create a PowerPoint template
• Integrations
  • Salesforce Integration
  • Netigate’s API

Security and Data Retention

• Privacy
  • Cookies on the answer page
• Security
  • Understanding DMARC, DKIM, and SPF
  • Configuring SPF for your DNS
  • Password settings
  • Two-Factor Authentication
  • Adding DKIM to your Netigate account
• Data Retention
  • Data Retention
  • Partial Delete
  • Full Delete
  • Export personal data
  • Terms and Consent